Sales Client / Prospect Contact Log

Form Template

Every sales person should use the Prospective Customer Management Log Mobile App on their iPhone, iPad, or Android Device to document all customer interactions with prospective clients.

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Created by: From the CEO
Type: Logs
Language: English
Country: United States of America

Using this simple tool will help you create a customer relationship with new customers, as well as existing customers. This mobile app is perfect for sales representatives in financial services, real estate, and the pharmaceutical industry.

Use this mobile app to inform your sales process through tracking and logging customer data automatically in real time. Build your customer relationship management (CRM) using this sales contact log for customer data. As a business, document all activity, including sales calls, customer questions, and any other log notes for each customer account to maximize each potential opportunity.

You can also rest assured that all the information you enter will be available on the GoCanvas Cloud whenever you need it. You can also print the information as a PDF. These features help ensure quality customer experiences as you and other sales representatives build a customer base.

GoCanvas has all the pledge collection templates you've been searching for.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

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“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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